Financial Professionals

Jody Davis, CPA/PFS, CFP

Carr, Riggs & Ingram, LLC
4010 NW 25th Place
Gainesville, Florida 32606
Phone: (352) 372-6300
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Jody Davis is a founding partner of Davis, Monk & Company which merged in 2010 into the regional CPA firm of Carr, Riggs, and Ingram. He specializes in estate and financial planning, mediation (Florida Certified Family Mediator) as well as individual and corporate exit strategies and acquisitions, including contract negotiations. He graduated from the University of Florida in 1970 and is a member of the Gainesville Area Chamber of Commerce, the Steering Committee for the UF Fisher School of Accounting, Santa Fe College Foundation board, AvMed board, and the Florida Citizens Bank board.

Helen K Gyllstrom, CPA, CDFA, ABV

8602 SW 5th Place
Gainesville, Florida 32607
Phone: 352-871-4473
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Website: www.hgyllstromcpa.com

Helen has helped individuals and businesses with their accounting, tax returns, and financial decisions for more than 15 years. She understands that the financial consequence of divorce lasts a lifetime. Through discussion, financial modeling, and analysis, Helen works with her clients to plan for both their current and future needs. Helen has a Master’s degree from the UF Fisher School of Accounting. She is a Certified Divorce Financial Analyst and Accredited in Business Valuations. Helen is a professional member of AICPA, FICPA, the International Academy of Collaborative Professionals, the Institute for Divorce Financial Analysts, and the Estate Planning Council of Gainesville. She is an active leader in many of Gainesville's civic organizations, including the Rotary Club and the UF Performing Arts Leadership Council.

Bill McDavid, CPA, PFS, CVA

McDavid & Company, CPA’s
4711 NW 53rd Avenue
Gainesville, Florida 32606
Telephone: (352) 373-1080
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Bill McDavid is the Founder of McDavid and Company, CPAs. Bill has over 35 years of experience providing diversified tax, accounting, financial planning, management consulting, business valuations and litigation support services to his clients and the community. He graduated from the University of Florida in 1973 and is a member of the Florida and American Institute’s of Certified Public Accountants, the National Association of Certified Valuation Analysts and the Estate Planning Council of Gainesville.